Best Investors
Account
Sign in
Best Investors
Account
Sign in
400 West North St. Suite 112, Raleigh, NC 27603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-14 |
Branch Locations
400 West North St. Suite 112, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balentine, Llc | Raleigh | NC | 03/2011 | 08/2024 |
| Eqv Advisory, Llc | Raleigh | NC | 09/2025 | Present |
| Advocacy Trust | Mooresville | NC | 11/2023 | Present |
Advocacy Trust, Business is investment-related, 153 Langtree Campus Drive Suite 102 Mooresville, NC 28117, Business is a trust company, Board Member, Started November 2023, 4 hours per month, no hours during trading hours, position duties consists of board member tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-04 |
Reach out to this advisor